Loading issuers…
Loading issuers…
J.P. Morgan made investors more money ($28.1B) and had more funds that made money (81%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · INCOME | Simplify | J.P. Morgan |
|---|---|---|
| Funds in the category | 10 | 9 |
| Made money (W–L) | 4–4 | 6–0 |
| Win % | 50% | 100% |
| Money made | $47M | $9.5B |
| Typical return | +2.8% | +10.5% |
| Launches · 2026 | 2 | 2 |
| Assets | $1.4B | $106B |
| Fee per $100 | $0.54 | $0.36 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| BUCK | Simplify Treasury Option Income ETF | $515M | +2.8% ✓ |
| SBAR | Simplify Barrier Income ETF | $443M | +7.2% ✓ |
| SPUC | Simplify US Equity Income ETF | $262M | +6.8% ✓ |
| HIGH | Simplify Enhanced Income ETF | $56M | −6.2% ✕ |
| YGLD | Simplify Gold Strategy PLUS Income ETF | $32M | −19.3% ✕ |
| CRDT | Simplify Opportunistic Income ETF | $27M | −6.3% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income ETF | $46.1B | +9.6% ✓ |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $44.2B | +12.9% ✓ |
| JPIE | JPMorgan Income ETF | $11.4B | +2.8% ✓ |
| JPRF | JPMorgan Preferred and Income Securities ETF | $2.2B | — |
| ROCY | JPMorgan Equity Premium Yield ETF | $877M | — |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | $786M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.